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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,925 | $63,346-68.5% | $92,240-78.4% | $70,126-71.6% |
| Participation rate | 77.5% | 68.7%+8.9pp | 76.5%+1.0pp | 69.5%+8.0pp |
| Annual return | 13.41% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,584 | $2,471+4.6% | $3,680-29.8% | $2,343+10.3% |
| Participant deferral / active EE | $1,413 | $2,854-50.5% | $3,897-63.7% | $3,332-57.6% |
| Admin fee / account holder | $3,679 | $3,841-4.2% | $5,194-29.2% | $4,645-20.8% |